This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/JOE/capital-change-brief"
Use Arkolith's capital_change_brief for JOE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FAIRHOLME CAPITAL MANAGEMENT LLC | $1.2B | 19.2M | ▼−1.1% Reduced · −212K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $375.7M | 6.0M | ▼−0.3% Reduced · −19K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $241.1M | 3.8M | ▲New +3.8M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $113.1M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $93.3M | 1.5M | ▲+3.8% Added · +55K sh | Q1 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $82.8M | 1.3M | ▼−2.9% Reduced · −39K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $63.9M | 1.0M | ▲+2.3% Added · +22K sh | Q1 2026 | |
| 8 | Praetorian PR LLC | $42.4M | 675K | ▲+2.3% Added · +15K sh | Q1 2026 | |
| 9 | FMR LLC | $40.9M | 652K | ▼−2.5% Reduced · −17K sh | Q1 2026 | |
| 10 | HORIZON KINETICS ASSET MANAGEMENT LLC | $34.1M | 543K | ▼−2.2% Reduced · −12K sh | Q1 2026 | |
| 11 | GABELLI FUNDS LLC | $32.7M | 520K | ▼−13% Reduced · −80K sh | Q1 2026 | |
| 12 | GAMCO INVESTORS, INC. ET AL | $29.6M | 472K | ▼−25% Reduced · −158K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $29.0M | 462K | ▲+17% Added · +66K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $28.5M | 454K | ▲+10.0% Added · +41K sh | Q1 2026 | |
| 15 | VICTORY CAPITAL MANAGEMENT INC | $27.4M | 436K | ▲+1.6% Added · +7K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $23.3M | 370K | ▲+1.8% Added · +6K sh | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | $19.1M | 304K | ▼−2.1% Reduced · −7K sh | Q1 2026 | |
| 18 | VANGUARD FIDUCIARY TRUST CO | $17.3M | 276K | ▲New +276K sh | Q1 2026 | |
| 19 | SCHWARTZ INVESTMENT COUNSEL INC | $16.7M | 266K | ▼−14% Reduced · −44K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $15.7M | 249K | ▲+32% Added · +60K sh | Q1 2026 | |
| 21 | T. Rowe Price Investment Management, Inc. | Withheld | 231K | ▼−8.7% Reduced · −22K sh | Q1 2026 | |
| 22 | AQR CAPITAL MANAGEMENT LLC | $14.4M | 229K | ▲+23% Added · +42K sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $14.3M | 228K | ▼−4.7% Reduced · −11K sh | Q1 2026 | |
| 24 | PRINCIPAL FINANCIAL GROUP INC | $14.0M | 223K | ▲+17% Added · +32K sh | Q1 2026 | |
| 25 | BERKLEY W R CORP | $13.2M | 210K | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 18, 2026 | BERKOWITZ BRUCE R | 10% Owner | Sell (S) | 140K | $9.2M |
| Jun 16, 2026 | BERKOWITZ BRUCE R | 10% Owner | Sell (S) | 27K | $1.7M |
| Jun 15, 2026 | BERKOWITZ BRUCE R | 10% Owner | Sell (S) | 94K | $6.2M |
| Jun 12, 2026 | BERKOWITZ BRUCE R | 10% Owner | Sell (S) | 64K | $4.2M |
| Jun 10, 2026 | BERKOWITZ BRUCE R | 10% Owner | Sell (S) | 29K | $1.9M |
| Jun 9, 2026 | BERKOWITZ BRUCE R | 10% Owner | Sell (S) | 31K | $2.0M |
| Jun 8, 2026 | BERKOWITZ BRUCE R | 10% Owner | Sell (S) | 29K | $1.9M |
| Jun 5, 2026 | BERKOWITZ BRUCE R | 10% Owner | Sell (S) | 34K | $2.2M |
| Jun 4, 2026 | BERKOWITZ BRUCE R | 10% Owner | Sell (S) | 59K | $3.8M |
| May 11, 2026 | BERKOWITZ BRUCE R | 10% Owner | Sell (S) | 29K | $1.9M |
| May 8, 2026 | BERKOWITZ BRUCE R | 10% Owner | Sell (S) | 87K | $5.7M |
| May 7, 2026 | BERKOWITZ BRUCE R | 10% Owner | Sell (S) | 25K | $1.6M |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 82 funds | $34.8B |
| APPLE INCAAPL | 81 funds | $41.4B |
| AMAZON.COM INCAMZN | 81 funds | $26.9B |
| ELI LILLY & COLLY | 81 funds | $9.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 81 funds | $8.4B |
| VISA INC-CLASS A SHARESV | 81 funds | $6.8B |
| COSTCO WHOLESALE CORPCOST | 81 funds | $6.1B |
| AUTOMATIC DATA PROCESSINGADP | 81 funds | $1.5B |
| NVIDIA CORPNVDA | 80 funds | $50.2B |
| BROADCOM INCAVGO | 80 funds | $18.6B |
| MASTERCARD INC - AMA | 80 funds | $5.7B |
| PALANTIR TECHNOLOGIES INC-APLTR | 80 funds | $4.5B |
Ranked by how many of JOE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for JOE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.